401k Plan data: GOLDFARB & ZEIDNER, ATTORNEYS AT LAW PROFIT-SHARING PLAN plan

GOLDFARB & ZEIDNER, ATTORNEYS AT LAW PROFIT-SHARING PLAN 401k Plan overview

Plan Name	GOLDFARB & ZEIDNER, ATTORNEYS AT LAW PROFIT-SHARING PLAN
Plan identification number	003

GOLDFARB & ZEIDNER, ATTORNEYS AT LAW PROFIT-SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Participant-directed brokerage accounts provided as an investment option under the plan.
Plan covering Self-Employed individuals.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

GOLDFARB & ZEIDNER, ATTORNEYS AT LAW has sponsored the creation of one or more 401k plans.

Company Name: GOLDFARB & ZEIDNER, ATTORNEYS AT LAW

Employer identification number (EIN): 953885577

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GOLDFARB & ZEIDNER, ATTORNEYS AT LAW PROFIT-SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2020-01-01 ROBERT ZEIDNER 2020-09-14 ROBERT ZEIDNER 2020-09-14
003 2019-01-01 ROBERT ZEIDNER 2020-04-07 ROBERT ZEIDNER 2020-04-07
003 2018-01-01
003 2018-01-01 ROBERT ZEIDNER 2019-11-06 ROBERT ZEIDNER 2019-11-06
003 2017-01-01
003 2016-01-01
003 2016-01-01
003 2015-01-01
003 2014-01-01
003 2013-01-01
003 2012-01-01 PHILIP WEINREICH PHILIP WEINREICH 2014-06-18
003 2011-01-01 PHILIP WEINREICH
003 2010-01-01 PHILIP WEINREICH
003 2009-01-01 PHILIP WEINREICH
003 2008-01-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2020-01-01	ROBERT ZEIDNER	2020-09-14	ROBERT ZEIDNER	2020-09-14
003	2019-01-01	ROBERT ZEIDNER	2020-04-07	ROBERT ZEIDNER	2020-04-07
003	2018-01-01
003	2018-01-01	ROBERT ZEIDNER	2019-11-06	ROBERT ZEIDNER	2019-11-06
003	2017-01-01
003	2016-01-01
003	2016-01-01
003	2015-01-01
003	2014-01-01
003	2013-01-01
003	2012-01-01	PHILIP WEINREICH		PHILIP WEINREICH	2014-06-18
003	2011-01-01	PHILIP WEINREICH
003	2010-01-01	PHILIP WEINREICH
003	2009-01-01	PHILIP WEINREICH
003	2008-01-01

Plan Statistics for GOLDFARB & ZEIDNER, ATTORNEYS AT LAW PROFIT-SHARING PLAN

401k plan membership statisitcs for GOLDFARB & ZEIDNER, ATTORNEYS AT LAW PROFIT-SHARING PLAN

Measure Date Value
2020: GOLDFARB & ZEIDNER, ATTORNEYS AT LAW PROFIT-SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 0
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 0
Number of participants with account balances 2020-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: GOLDFARB & ZEIDNER, ATTORNEYS AT LAW PROFIT-SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 6
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 6
Number of participants with account balances 2019-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: GOLDFARB & ZEIDNER, ATTORNEYS AT LAW PROFIT-SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 8
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 8
Number of participants with account balances 2018-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: GOLDFARB & ZEIDNER, ATTORNEYS AT LAW PROFIT-SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 8
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 8
Number of participants with account balances 2017-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: GOLDFARB & ZEIDNER, ATTORNEYS AT LAW PROFIT-SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 8
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 8
Number of participants with account balances 2016-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: GOLDFARB & ZEIDNER, ATTORNEYS AT LAW PROFIT-SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 8
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 8
Number of participants with account balances 2015-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: GOLDFARB & ZEIDNER, ATTORNEYS AT LAW PROFIT-SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 7
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 7
Number of participants with account balances 2014-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: GOLDFARB & ZEIDNER, ATTORNEYS AT LAW PROFIT-SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 8
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 8
Number of participants with account balances 2013-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 8
2012: GOLDFARB & ZEIDNER, ATTORNEYS AT LAW PROFIT-SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 8
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 8
Number of participants with account balances 2012-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: GOLDFARB & ZEIDNER, ATTORNEYS AT LAW PROFIT-SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 7
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 7
Number of participants with account balances 2011-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: GOLDFARB & ZEIDNER, ATTORNEYS AT LAW PROFIT-SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 7
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 0
Total of all active and inactive participants 2010-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 7
Number of participants with account balances 2010-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: GOLDFARB & ZEIDNER, ATTORNEYS AT LAW PROFIT-SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 8
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 8
Number of participants with account balances 2009-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2020: GOLDFARB & ZEIDNER, ATTORNEYS AT LAW PROFIT-SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	0
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	0
Number of participants with account balances	2020-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: GOLDFARB & ZEIDNER, ATTORNEYS AT LAW PROFIT-SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	6
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	6
Number of participants with account balances	2019-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: GOLDFARB & ZEIDNER, ATTORNEYS AT LAW PROFIT-SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	8
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	8
Number of participants with account balances	2018-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: GOLDFARB & ZEIDNER, ATTORNEYS AT LAW PROFIT-SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	8
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	8
Number of participants with account balances	2017-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: GOLDFARB & ZEIDNER, ATTORNEYS AT LAW PROFIT-SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	8
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	8
Number of participants with account balances	2016-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: GOLDFARB & ZEIDNER, ATTORNEYS AT LAW PROFIT-SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	8
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	8
Number of participants with account balances	2015-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: GOLDFARB & ZEIDNER, ATTORNEYS AT LAW PROFIT-SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	7
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	7
Number of participants with account balances	2014-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: GOLDFARB & ZEIDNER, ATTORNEYS AT LAW PROFIT-SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	8
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	8
Number of participants with account balances	2013-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	8
2012: GOLDFARB & ZEIDNER, ATTORNEYS AT LAW PROFIT-SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	8
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	8
Number of participants with account balances	2012-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: GOLDFARB & ZEIDNER, ATTORNEYS AT LAW PROFIT-SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	7
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	7
Number of participants with account balances	2011-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: GOLDFARB & ZEIDNER, ATTORNEYS AT LAW PROFIT-SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	7
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	0
Total of all active and inactive participants	2010-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	7
Number of participants with account balances	2010-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: GOLDFARB & ZEIDNER, ATTORNEYS AT LAW PROFIT-SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	8
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	8
Number of participants with account balances	2009-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on GOLDFARB & ZEIDNER, ATTORNEYS AT LAW PROFIT-SHARING PLAN

Measure	Date	Value
2020 : GOLDFARB & ZEIDNER, ATTORNEYS AT LAW PROFIT-SHARING PLAN 2020 401k financial data
Total plan liabilities at end of year	2020-06-30	$0
Total plan liabilities at beginning of year	2020-06-30	$0
Total income from all sources	2020-06-30	$-828,450
Expenses. Total of all expenses incurred	2020-06-30	$6,141,568
Benefits paid (including direct rollovers)	2020-06-30	$6,131,058
Total plan assets at end of year	2020-06-30	$0
Total plan assets at beginning of year	2020-06-30	$6,970,018
Value of fidelity bond covering the plan	2020-06-30	$500,000
Total contributions received or receivable from participants	2020-06-30	$0
Other income received	2020-06-30	$-828,450
Net income (gross income less expenses)	2020-06-30	$-6,970,018
Net plan assets at end of year (total assets less liabilities)	2020-06-30	$0
Net plan assets at beginning of year (total assets less liabilities)	2020-06-30	$6,970,018
Total contributions received or receivable from employer(s)	2020-06-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-06-30	$10,510
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-06-30	$0
2019 : GOLDFARB & ZEIDNER, ATTORNEYS AT LAW PROFIT-SHARING PLAN 2019 401k financial data
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$1,053,351
Expenses. Total of all expenses incurred	2019-12-31	$179,248
Benefits paid (including direct rollovers)	2019-12-31	$135,044
Total plan assets at end of year	2019-12-31	$6,970,018
Total plan assets at beginning of year	2019-12-31	$6,095,915
Value of fidelity bond covering the plan	2019-12-31	$500,000
Total contributions received or receivable from participants	2019-12-31	$52,640
Other income received	2019-12-31	$905,348
Net income (gross income less expenses)	2019-12-31	$874,103
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$6,970,018
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$6,095,915
Total contributions received or receivable from employer(s)	2019-12-31	$95,363
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$44,204
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : GOLDFARB & ZEIDNER, ATTORNEYS AT LAW PROFIT-SHARING PLAN 2018 401k financial data
Transfers to/from the plan	2018-12-31	$0
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$96
Total income from all sources	2018-12-31	$-173,022
Expenses. Total of all expenses incurred	2018-12-31	$47,518
Benefits paid (including direct rollovers)	2018-12-31	$8,178
Total plan assets at end of year	2018-12-31	$6,393,068
Total plan assets at beginning of year	2018-12-31	$6,613,704
Value of fidelity bond covering the plan	2018-12-31	$500,000
Total contributions received or receivable from participants	2018-12-31	$70,380
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$-342,552
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$-220,540
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$6,393,068
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$6,613,608
Assets. Value of assets in partnership/joint-venture interests	2018-12-31	$0
Total contributions received or receivable from employer(s)	2018-12-31	$99,150
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$39,340
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : GOLDFARB & ZEIDNER, ATTORNEYS AT LAW PROFIT-SHARING PLAN 2017 401k financial data
Total plan liabilities at end of year	2017-12-31	$96
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$808,292
Expenses. Total of all expenses incurred	2017-12-31	$33,102
Benefits paid (including direct rollovers)	2017-12-31	$0
Total plan assets at end of year	2017-12-31	$6,613,704
Total plan assets at beginning of year	2017-12-31	$5,838,418
Value of fidelity bond covering the plan	2017-12-31	$500,000
Total contributions received or receivable from participants	2017-12-31	$68,880
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$608,512
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$775,190
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$6,613,608
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$5,838,418
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$33,484
Total contributions received or receivable from employer(s)	2017-12-31	$130,900
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$33,102
2016 : GOLDFARB & ZEIDNER, ATTORNEYS AT LAW PROFIT-SHARING PLAN 2016 401k financial data
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$549,834
Expenses. Total of all expenses incurred	2016-12-31	$25,948
Benefits paid (including direct rollovers)	2016-12-31	$0
Total plan assets at end of year	2016-12-31	$5,838,418
Total plan assets at beginning of year	2016-12-31	$5,314,532
Value of fidelity bond covering the plan	2016-12-31	$500,000
Total contributions received or receivable from participants	2016-12-31	$68,880
Expenses. Other expenses not covered elsewhere	2016-12-31	$25,948
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$359,529
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$523,886
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$5,838,418
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$5,314,532
Assets. Value of assets in partnership/joint-venture interests	2016-12-31	$34,443
Total contributions received or receivable from employer(s)	2016-12-31	$121,425
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$0
2015 : GOLDFARB & ZEIDNER, ATTORNEYS AT LAW PROFIT-SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$132,006
Expenses. Total of all expenses incurred	2015-12-31	$27,640
Total plan assets at end of year	2015-12-31	$5,314,532
Total plan assets at beginning of year	2015-12-31	$5,210,166
Value of fidelity bond covering the plan	2015-12-31	$500,000
Total contributions received or receivable from participants	2015-12-31	$68,880
Other income received	2015-12-31	$-58,979
Net income (gross income less expenses)	2015-12-31	$104,366
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$5,314,532
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$5,210,166
Assets. Value of assets in partnership/joint-venture interests	2015-12-31	$51,144
Total contributions received or receivable from employer(s)	2015-12-31	$122,105
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$27,640
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : GOLDFARB & ZEIDNER, ATTORNEYS AT LAW PROFIT-SHARING PLAN 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$398,486
Expenses. Total of all expenses incurred	2014-12-31	$28,092
Benefits paid (including direct rollovers)	2014-12-31	$4,089
Total plan assets at end of year	2014-12-31	$5,210,166
Total plan assets at beginning of year	2014-12-31	$4,839,772
Value of fidelity bond covering the plan	2014-12-31	$500,000
Total contributions received or receivable from participants	2014-12-31	$54,340
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$227,375
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$370,394
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$5,210,166
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$4,839,772
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$73,759
Total contributions received or receivable from employer(s)	2014-12-31	$116,771
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$24,003
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$4,089
2013 : GOLDFARB & ZEIDNER, ATTORNEYS AT LAW PROFIT-SHARING PLAN 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$678,401
Expenses. Total of all expenses incurred	2013-12-31	$24,404
Benefits paid (including direct rollovers)	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$4,839,772
Total plan assets at beginning of year	2013-12-31	$4,185,775
Value of fidelity bond covering the plan	2013-12-31	$490,000
Total contributions received or receivable from participants	2013-12-31	$63,500
Expenses. Other expenses not covered elsewhere	2013-12-31	$3
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$495,459
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$653,997
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$4,839,772
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$4,185,775
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$203,645
Total contributions received or receivable from employer(s)	2013-12-31	$119,442
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$24,401
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : GOLDFARB & ZEIDNER, ATTORNEYS AT LAW PROFIT-SHARING PLAN 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$653,951
Expenses. Total of all expenses incurred	2012-12-31	$24,407
Benefits paid (including direct rollovers)	2012-12-31	$338
Total plan assets at end of year	2012-12-31	$4,185,775
Total plan assets at beginning of year	2012-12-31	$3,556,231
Value of fidelity bond covering the plan	2012-12-31	$420,000
Total contributions received or receivable from participants	2012-12-31	$62,000
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$483,509
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$629,544
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$4,185,775
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$3,556,231
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$81,909
Total contributions received or receivable from employer(s)	2012-12-31	$108,442
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$24,069
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : GOLDFARB & ZEIDNER, ATTORNEYS AT LAW PROFIT-SHARING PLAN 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$193,172
Expenses. Total of all expenses incurred	2011-12-31	$24,347
Benefits paid (including direct rollovers)	2011-12-31	$442
Total plan assets at end of year	2011-12-31	$3,556,231
Total plan assets at beginning of year	2011-12-31	$3,387,406
Value of fidelity bond covering the plan	2011-12-31	$400,000
Total contributions received or receivable from participants	2011-12-31	$60,500
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$35,817
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$168,825
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$3,556,231
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$3,387,406
Assets. Value of assets in partnership/joint-venture interests	2011-12-31	$54,909
Total contributions received or receivable from employer(s)	2011-12-31	$96,855
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$23,905
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : GOLDFARB & ZEIDNER, ATTORNEYS AT LAW PROFIT-SHARING PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$487,365
Expenses. Total of all expenses incurred	2010-12-31	$54,311
Benefits paid (including direct rollovers)	2010-12-31	$32,035
Total plan assets at end of year	2010-12-31	$3,387,406
Total plan assets at beginning of year	2010-12-31	$2,954,352
Value of fidelity bond covering the plan	2010-12-31	$400,000
Total contributions received or receivable from participants	2010-12-31	$44,000
Expenses. Other expenses not covered elsewhere	2010-12-31	$44
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$347,676
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$433,054
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$3,387,406
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$2,954,352
Assets. Value of assets in partnership/joint-venture interests	2010-12-31	$36,704
Total contributions received or receivable from employer(s)	2010-12-31	$95,689
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$22,232
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$29,820
2009 : GOLDFARB & ZEIDNER, ATTORNEYS AT LAW PROFIT-SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$64,525

Form 5500 Responses for GOLDFARB & ZEIDNER, ATTORNEYS AT LAW PROFIT-SHARING PLAN

2020: GOLDFARB & ZEIDNER, ATTORNEYS AT LAW PROFIT-SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	Yes
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: GOLDFARB & ZEIDNER, ATTORNEYS AT LAW PROFIT-SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: GOLDFARB & ZEIDNER, ATTORNEYS AT LAW PROFIT-SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: GOLDFARB & ZEIDNER, ATTORNEYS AT LAW PROFIT-SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: GOLDFARB & ZEIDNER, ATTORNEYS AT LAW PROFIT-SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: GOLDFARB & ZEIDNER, ATTORNEYS AT LAW PROFIT-SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: GOLDFARB & ZEIDNER, ATTORNEYS AT LAW PROFIT-SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: GOLDFARB & ZEIDNER, ATTORNEYS AT LAW PROFIT-SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: GOLDFARB & ZEIDNER, ATTORNEYS AT LAW PROFIT-SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	Yes
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: GOLDFARB & ZEIDNER, ATTORNEYS AT LAW PROFIT-SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: GOLDFARB & ZEIDNER, ATTORNEYS AT LAW PROFIT-SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: GOLDFARB & ZEIDNER, ATTORNEYS AT LAW PROFIT-SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes
2008: GOLDFARB & ZEIDNER, ATTORNEYS AT LAW PROFIT-SHARING PLAN 2008 form 5500 responses
2008-01-01	Type of plan entity	Single employer plan
2008-01-01	Submission has been amended	Yes
2008-01-01	This submission is the final filing	No
2008-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-01-01	Plan is a collectively bargained plan	No

Insurance Providers Used on plan

SUNAMERICA ANNUITY AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60941 )

Policy contract number

P55A9505015

Policy instance

Insurance contract or identification number	P55A9505015
Number of Individuals Covered	0
Insurance policy start date	2018-05-18
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	0
Insurance broker organization code?	3

SUNAMERICA ANNUITY AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60941 )

Policy contract number

P55A9505015

Policy instance

Insurance contract or identification number	P55A9505015
Number of Individuals Covered	1
Insurance policy start date	2017-05-18
Insurance policy end date	2018-05-17
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	0
Insurance broker organization code?	3

SUNAMERICA ANNUITY AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60941 )

Policy contract number

P55A9505015

Policy instance

Insurance contract or identification number	P55A9505015
Number of Individuals Covered	1
Insurance policy start date	2016-05-18
Insurance policy end date	2017-05-17
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Insurance broker name	PAMELA K LINDERMAN

SUNAMERICA ANNUITY AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60941 )

Policy contract number

P55A9505015

Policy instance

Insurance contract or identification number	P55A9505015
Number of Individuals Covered	1
Insurance policy start date	2014-05-18
Insurance policy end date	2015-05-17
Total amount of commissions paid to insurance broker	USD $2,579
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2,562
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Insurance broker name	PAMELA K LINDERMAN

SUNAMERICA ANNUITY AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60941 )

Policy contract number

P55A9505015

Policy instance

Insurance contract or identification number	P55A9505015
Number of Individuals Covered	1
Insurance policy start date	2013-05-18
Insurance policy end date	2014-05-17
Total amount of commissions paid to insurance broker	USD $2,562
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $2,562
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Insurance broker name	PAMELA K LINDERMAN

SUNAMERICA ANNUITY AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60941 )

Policy contract number

P55A9505015

Policy instance

Insurance contract or identification number	P55A9505015
Number of Individuals Covered	1
Insurance policy start date	2012-05-18
Insurance policy end date	2013-05-17
Total amount of commissions paid to insurance broker	USD $2,178
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	Yes
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $2,178
Insurance broker name	PAMELA K LINDERMAN

SUNAMERICA ANNUITY AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60941 )

Policy contract number

P55A9505015

Policy instance

Insurance contract or identification number	P55A9505015
Number of Individuals Covered	1
Insurance policy start date	2011-05-18
Insurance policy end date	2012-05-17
Total amount of commissions paid to insurance broker	USD $1,276
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	Yes
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $1,276
Additional information about fees paid to insurance broker	COMMISSION
Insurance broker organization code?	3
Insurance broker name	PAMELA K. LINDERMAN

SUNAMERICA ANNUITY AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60941 )

Policy contract number

P55A9505015

Policy instance

Insurance contract or identification number	P55A9505015
Number of Individuals Covered	1
Insurance policy start date	2010-05-18
Insurance policy end date	2011-05-17
Total amount of commissions paid to insurance broker	USD $1,265
Total amount of fees paid to insurance company	USD $35
Are there contracts with allocated funds for individual policies?	Yes

SUNAMERICA ANNUITY AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60941 )

Policy contract number

P79A7512866

Policy instance

Insurance contract or identification number	P79A7512866
Number of Individuals Covered	1
Insurance policy start date	2009-04-25
Insurance policy end date	2010-02-25
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

SUNAMERICA ANNUITY AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60941 )

Policy contract number

P55A9505015

Policy instance

Insurance contract or identification number	P55A9505015
Number of Individuals Covered	1
Insurance policy start date	2009-05-18
Insurance policy end date	2010-05-17
Total amount of commissions paid to insurance broker	USD $1,097
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Insurance broker name	PAMELA K LINDERMAN

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Company Name:	GOLDFARB & ZEIDNER, ATTORNEYS AT LAW
Employer identification number (EIN):	953885577
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers